Catamount Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $59K | Hold |
387
| – | – | 0.03% | 81 |
|
|
2018
Q4 | $55K | Sell |
387
-20
| -5% | -$2.84K | 0.04% | 69 |
|
|
2018
Q3 | $63K | Hold |
407
| – | – | 0.03% | 72 |
|
|
2018
Q2 | $61K | Hold |
407
| – | – | 0.03% | 69 |
|
|
2018
Q1 | $55K | Sell |
407
-41
| -9% | -$5.54K | 0.03% | 74 |
|
|
2017
Q4 | $60K | Sell |
448
-91
| -17% | -$12.2K | 0.03% | 70 |
|
|
2017
Q3 | $67K | Hold |
539
| – | – | 0.04% | 67 |
|
|
2017
Q2 | $64K | Hold |
539
| – | – | 0.04% | 79 |
|
|
2017
Q1 | $61K | Buy |
539
+198
| +58% | +$22.4K | 0.04% | 75 |
|
|
2016
Q4 | $36K | Buy |
341
+50
| +17% | +$5.28K | 0.03% | 80 |
|
|
2016
Q3 | $30K | Hold |
291
| – | – | 0.03% | 84 |
|
|
2016
Q2 | $29K | Hold |
291
| – | – | 0.03% | 58 |
|
|
2016
Q1 | $29K | Hold |
291
| – | – | 0.03% | 61 |
|
|
2015
Q4 | $29K | Hold |
291
| – | – | 0.03% | 61 |
|
|
2015
Q3 | $27K | Sell |
291
-390
| -57% | -$36.2K | 0.03% | 63 |
|
|
2015
Q2 | $67K | Sell |
681
-48
| -7% | -$4.72K | 0.05% | 57 |
|
|
2015
Q1 | $72K | Buy |
729
+390
| +115% | +$38.5K | 0.06% | 48 |
|
|
2014
Q4 | $32K | Buy |
+339
| New | +$32K | 0.03% | 57 |
|